A detailed history of Joseph P. Lucia & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 9,386 shares of AVDV stock, worth $846,523. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,386
Previous 2,692 248.66%
Holding current value
$846,523
Previous $213,000 292.02%
% of portfolio
0.38%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$79.24 - $89.03 $530,432 - $595,966
6,694 Added 248.66%
9,386 $835,000
Q2 2025

Aug 04, 2025

BUY
$61.76 - $79.32 $166,257 - $213,529
2,692 New
2,692 $213,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Joseph P. Lucia & Associates, LLC Portfolio

Follow Joseph P. Lucia & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joseph P. Lucia & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joseph P. Lucia & Associates, LLC with notifications on news.